Adams Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Adams Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.33M	Sell	24,209 -218	-0.9%	-$72.7K	1.59%	19
2026 Q1	$7.3M	Buy	24,427 +11,079	+83%	+$3.47M	1.6%	19
2025 Q4	$4.2M	Sell	13,348 -762	-5%	-$238K	0.9%	32
2025 Q3	$4.34M	Sell	14,110 -11,250	-44%	-$3.33M	0.93%	30
2025 Q2	$7.24M	Sell	25,360 -50,079	-66%	-$13.2M	1.38%	21
2025 Q1	$19.4M	Buy	75,439 +17,181	+29%	+$4.65M	3.81%	4
2024 Q4	$15.7M	Sell	58,258 -1,545	-3%	-$419K	3%	7
2024 Q3	$15.7M	Sell	59,803 -885	-1%	-$225K	3.38%	5
2024 Q2	$15.1M	Buy	60,688 +4,602	+8%	+$1.11M	3.49%	5
2024 Q1	$13.4M	Sell	56,086 -3,188	-5%	-$729K	3.28%	5
2023 Q4	$12.9M	Sell	59,274 -20,255	-25%	-$4.14M	3.82%	5
2023 Q3	$15.6M	Buy	79,529 +1,735	+2%	+$353K	5.28%	4
2023 Q2	$15.8M	Sell	77,794 -1,089	-1%	-$209K	4.92%	4
2023 Q1	$14.7M	Buy	78,883 +4,756	+6%	+$866K	4.76%	4
2022 Q4	$12.9M	Buy	74,127 +70,560	+1,978%	+$12.4M	4.56%	4
2022 Q3	$583K	Buy	+3,567	New	+$648K	0.22%	55

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Adams Wealth Management's VV Position: Q2 2026 in Review

Adams Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.89% in Q2 2026, selling an estimated $72.7K and leaving 24,209 shares worth $8.33M. The position accounts for 1.59% of the portfolio, ranked #19.

Adams Wealth Management first reported a position in VV in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.4M in Q1 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Adams Wealth Management held 24,209 shares of Vanguard Morningstar Large-Cap ETF worth $8.33M as of Q2 2026.
Adams Wealth Management sold 218 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $72.7K.
Vanguard Morningstar Large-Cap ETF made up 1.59% of Adams Wealth Management's portfolio in Q2 2026, its #19 holding.
Adams Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Adams Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $19.4M in Q1 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.